Guardian Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History

Guardian Wealth Management, Inc.

$122 Million
Q2 2024

A detailed history of Guardian Wealth Management, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 1,865 shares of VBR stock, worth $370,817. This represents 0.28% of its overall portfolio holdings.

Number of Shares

1,865

Previous 1,360 37.13%

Holding current value

$370,817

Previous $260,000 30.77%

% of portfolio

0.28%

Previous 0.21%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$177.65 - $191.11 $89,713 - $96,510	505 Added 37.13%	1,865 $340,000
Q1 2024 May 14, 2024	BUY	$172.45 - $191.88 $9,139 - $10,169	53 Added 4.06%	1,360 $260,000
Q4 2023 Feb 14, 2024	BUY	$149.18 - $181.94 $10,591 - $12,917	71 Added 5.74%	1,307 $235,000
Q3 2023 Oct 31, 2023	BUY	$157.33 - $174.39 $5,506 - $6,103	35 Added 2.91%	1,236 $197,000
Q2 2023 Aug 14, 2023	BUY	$150.74 - $165.4 $8,290 - $9,097	55 Added 4.8%	1,201 $198,000
Q1 2023 May 09, 2023	BUY	$150.22 - $177.69 $41,010 - $48,509	273 Added 31.27%	1,146 $181,000
Q4 2022 Feb 10, 2023	BUY	$147.25 - $169.54 $92,178 - $106,132	626 Added 253.44%	873 $138,000
Q3 2022 Nov 14, 2022	BUY	$143.4 - $172.87 $14,483 - $17,459	101 Added 69.18%	247 $35,000
Q2 2022 Aug 15, 2022	BUY	$146.67 - $178.24 $146 - $178	1 Added 0.69%	146 $22,000
Q4 2021 Feb 15, 2022	BUY	$168.72 - $185.72 $24,464 - $26,929	145 New	145 $26,000

Others Institutions Holding VBR

# of Institutions

1,502

Shares Held

90M

Call Options Held

44.8K

Put Options Held

24K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Guardian Wealth Management, Inc. Vanguard Small Cap Value ETF Transaction History